Tax Strategies The Year-End Financial Planning Checklist November 12, 2025 - The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock…
Tax Strategies Year-End Financial Planning: Six Portfolio Considerations November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here… Tom Cohn, Partner & Chief Solutions Officer
Tax Strategies Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader… Jacob Ward and Joshua Norman
Tax Strategies The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.… Paul Chmielewski, Partner
Tax Strategies Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Tax Strategies Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were… Paul Chmielewski, Partner
Tax Strategies Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately… Chase Norcini, Senior Associate
Tax Strategies Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Tax Strategies How Business Owners Can Profit From Qualified Small Business Stock August 5, 2025 - Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been… Joshua Norman and Michael Bryan
Tax Strategies “Easter Eggs” in the One Big Beautiful Bill Act July 22, 2025 - As we review the sweeping changes introduced by the One Big Beautiful Bill Act, it’s clear that some of the most impactful provisions for high-net-worth… Joshua Norman and Michael Bryan
Tax Strategies 13 Key Takeaways from the One Big Beautiful Bill Act July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your… Joshua Norman and Paul Chmielewski
Tax Strategies Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you… Joe Ferreira, Sam Marshall and Jack Rabuck
Tax Strategies NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net… Joshua Norman, Principal
Tax Strategies How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures. Natalia Tchetchoulina, Partner
Tax Strategies 10 Smart Ways to Use Your Bonus February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…
Cerity Partners Announces Merger with SOL Capital Management January 8, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with SOL Capital Management, a Rockville-based investment…
Cerity Partners Announces Merger with Austin Private Wealth January 6, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with Austin Private Wealth, an independent wealth…
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…